(https://www.marketwatch.com/story/spacexs-major-ai-compute-deal-with-anthropic-could-end-a-lot-sooner-than-expected-30f46b83?mod=mw_rss_topstories) with Anthropic instead of the multi-year contract everyone assumed was locked in. That's not a technical renegotiation — that's a red flag buried in corporate-speak. When infrastructure providers suddenly shift to short-term commitments, it means demand visibility just collapsed.

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